Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/03/2025 Period end date
Charity name: Sunrise Academy Ukunda Charitable Trust
Charity registration number:1181853
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Educational and socio-economical welfare and support. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Educational projects. Building support projects and annual support funding. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes, Chair has attended physical and online training provided by the Charity Commission on these factors. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference n/a Para 1.38 Policy on grant making n/a
Policy on social investment Para 1.38 including program related investment All Trustees are volunteers. Time, fundraising events and everything is done as voluntary. Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have continued to support our Sunrise children during this accounting period. We are now able to support around 50 children in separate educational environments. We were also able to support more local children to start their own educational journey and support them with food and clothing. |
Additional information (optional) You may choose to include further statements where relevant about: 95%
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | 95% |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £760 in UK bank account. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | For Charity liquidity |
| Amount of reserves held | Para 1.22 | £300 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Donations, Event fundraising, Child Sponsorships. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | N/A |
Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Charitable governing document |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CI0 Foundation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | AGM meeting with election of new Trustees and any resignations. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | N/A |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
Other
Reference and Administrative details
| Charity name | Sunrise Academy Ukunda Charitable Trust. |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1181853 |
| Charity’s principal address | Co Mr P N Barton 84 Queens Avenue. Watford. England WD18 7NS |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Mr Phil Barton | ||||
| Ms. Jane NgaNga | ||||
| Mrs Nabarda Lilley | ||||
| Ms Jane Mutina (ex-officiary) |
||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Mr Phillip Barton Position (eg Secretary, Chair Chair, etc) Date 8/12/2025
Sunrise Academy Ukunda Charitable Trust.
UK Charity Commission Reg Number:1181853.
Annual Tax Return.
HMRC Ref: ZD03133
Account Period 01/04/2024- 31/03/2025.
Income from Fundraising Events: £1800.00
Income from monthly donations £1860.00
Total Income: £ 3660.00
Annual Expenditure:
School Annual sponsorship £2100
Donation towards charity Chicken project £800.00
Banking fees. £0
Bank Current account as of 31.3.2025 -£760.00
Charity Bank Account details.
Metrobank UK.
Account Name.: Sunrise Academy Ukunda Charitable Trust.
Acct Number:33651074
Sort Code: 23-05-80
This concludes the annual Accounts for HMRC Return purposes.
Completed by Mr Phillip Barton
Chair of Trustees
Sunrise Academy Ukunda Charitable Trust.
Signed. Date 8/12/2025